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The Cost of a Cheap Estate Plan

  I understand the appeal of a cheap estate plan. You go online, answer a few questions, and get a stack of documents for $150...

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They’re Not Kids Anymore: Navigating Your Child’s Transition Into Adulthood

  One day they are in your arms, and then, in what feels like the blink of an eye, they are 18 years old and...

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Common Estate Planning Myths Debunked

  I want to take a moment to set the record straight. Estate planning myths are surprisingly common, and they are holding real families throughout...

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Why Estate Planning Is the Best Use of Your Tax Refund

  Tax season is here, and if you are expecting a refund this year, you are probably already thinking about what to do with it....

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Why You Don’t Want an Initial Consultation, But a Life & Legacy Planning® Session Instead

A typical initial consultation with an estate planning lawyer may look like this: you meet, you answer questions about your family and assets, and the...

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The Hidden Risks of Growing Older Without a Life & Legacy Plan

If you are like most people, you probably assume that when the time comes, someone—your spouse, your children, or maybe a close friend—will be there...

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LGBTQIA+ History Month: Honoring the Past, Protecting the Future

October is LGBTQIA+ History Month - a time to reflect on the struggles, resilience, and triumphs of those who paved the way for equality. It’s...

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Supporting the Whole Family: How to Balance the Needs of Siblings of a Child With Special Needs

Parenting a child with special needs is an extraordinary journey. It brings moments of joy, pride, and deep love, but also unique challenges that can...

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In the News

Estate Planning 101: Where to Start

Learn the key steps to securing your legacy and protecting your loved ones.

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Legal Essentials for Small Business Owners

Understand the must-have legal documents every business should have in place.

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Why a Will Isn’t Enough: The Importance of a Comprehensive Estate Plan

Discover why a complete estate plan offers more protection than a simple will.

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PFL Resources

Free guides to help you make informed decisions about protecting your family and legacy.

5 Ways a $1,500 Estate Plan Could Fail Your Family
Free Report

5 Ways a $1,500 (or Less) Estate Plan Could Fail Your Family

Many families try to DIY their will, trust, or estate planning, or find the "lowest cost lawyer" option. Without asking the right questions, you may end up with documents that don't work when your family needs them most.

Here's what you'll learn:

  • Can you create your own will online?
  • What will a proper estate plan cost?
  • Why it's more than just documents
Get the Free Report
Wear Clean Underwear - Free eBook
Free eBook

Wear Clean Underwear

Best-Selling Book on Legal Planning for Busy Parents

Perhaps your mother told you "wear clean underwear in case you're ever in an accident." Once you are a parent, wearing clean underwear is not enough. This book lays out the steps to protect your kids and avoid common pitfalls of planning.

In this book, you'll discover:

  • How to ensure your kids are under the custody of the people you want in as little as 10 minutes
  • Why a Will alone may not cover the care of your kids
  • Why naming who you do NOT want can be just as important
  • How to make death taxes 100% voluntary
Get Your Free Copy

More Resources

What happens if I don’t have an estate plan in place?

Without an estate plan, state laws (intestacy laws) will determine how your assets are distributed, which may not align with your wishes. This process can be lengthy, expensive, and create complications for your loved ones. Additionally, without a will or trust, you lose control over who will manage your estate, care for minor children, or make medical and financial decisions on your behalf if you become incapacitated. Creating an estate plan helps prevent uncertainty and protects your family’s future.

Frequently Asked Questions

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